GSC
DBU

Ground Swell Capital’s WISDOMTREE GLOBAL EX-US UTILITY FND (DE) DBU Stock Holding History

Ground Swell Capital’s Portfolio DBU Stock Details DBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1K Sell
47
-1,590
-97% -$32K ﹤0.01% 2369
2014
Q2 		$33K Buy
+1,637
New +$32.8K 0.06% 256

Other funds holding DBU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Ground Swell Capital's DBU Position: Q3 2014 in Review

Ground Swell Capital reduced its WISDOMTREE GLOBAL EX-US UTILITY FND (DE) (DBU) stake by 97% in Q3 2014, selling an estimated $32K and leaving 47 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2369.

Ground Swell Capital first reported a position in DBU in Q2 2014 and has held it in 2 quarters since. The position peaked at $33K in Q2 2014. 12 funds tracked by Wall St. Rank hold DBU as of Q3 2014.

  • Ground Swell Capital held 47 shares of WISDOMTREE GLOBAL EX-US UTILITY FND (DE) worth $1K as of Q3 2014.
  • Ground Swell Capital sold 1,590 WISDOMTREE GLOBAL EX-US UTILITY FND (DE) shares in Q3 2014, an estimated $32K.
  • WISDOMTREE GLOBAL EX-US UTILITY FND (DE) made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2369 holding.
  • Ground Swell Capital first reported a position in WISDOMTREE GLOBAL EX-US UTILITY FND (DE) in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's WISDOMTREE GLOBAL EX-US UTILITY FND (DE) position peaked at $33K in Q2 2014.
  • 12 funds tracked by Wall St. Rank held WISDOMTREE GLOBAL EX-US UTILITY FND (DE) as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.